試す 金 - 無料
AI Boom Poised to Drive Emerging Market Returns
Mint Bangalore
|August 18, 2025
Emerging-market (EM) funds are pivoting to capture the artificial intelligence (AI) craze, with some investors predicting that technology spending will drive returns for years to come.
Encouraged by the success of Chinese AI developer DeepSeek and Asia's powerhouse semiconductor firms, asset managers like AllSpring Global Investments and GIB Asset Management are concentrating more of their portfolio in AI stocks. That's been a winning trade, with AI firms being the six biggest contributors to the rally in Bloomberg's EM stocks index this year.
このストーリーは、Mint Bangalore の August 18, 2025 版からのものです。
Magzter GOLD を購読すると、厳選された何千ものプレミアム記事や、10,000 以上の雑誌や新聞にアクセスできます。
すでに購読者ですか? サインイン
Mint Bangalore からのその他のストーリー
Mint Bangalore
Tata Capital IPO buoys Tata Sons
A 36,700-crore windfall from the listing of Tata Capital last October will help Tata Sons offset an over 10% decline in dividend income from its listed companies, and help the holding firm end FY26 with its overall revenue higher than the previous year.
1 min
May 21, 2026
Mint Bangalore
Can a no-contest clause stop heirs from challenging a will?
I am making my will and worry that one of my heirs may challenge it later after my lifetime. Can I include a clause stating that any beneficiary who contests the will would lose their share? Will such a clause be enforceable in India?
1 mins
May 21, 2026
Mint Bangalore
BPCL buys first US LPG cargo amid rising risks
India’s efforts to diversify liquefied petroleum gas supplies have gained momentum after state-run Bharat Petroleum Corp. Ltd (BPCL) made its first-ever spot purchases from the American market, a top company official said, as the country seeks to reduce dependence on West Asia amid ongoing war in the region.
1 min
May 21, 2026
Mint Bangalore
Greater transparency is good for Indian banking
RBI's move to align bank disclosures with international norms is welcome. Making its own bank-inspection reports public might also support the cause of improved market discipline
2 mins
May 21, 2026
Mint Bangalore
IPO proceeds increasingly flow into digital infrastructure
Investors are shifting focus from physical expansion to scalability and capital efficiency
2 mins
May 21, 2026
Mint Bangalore
‘AI will create jobs—but not fast enough’
India Inc.’s debate over work-from-home is returning on a call from prime minister Narendra Modi as part of a strategy to deal with the repercussions of the West Asia war.
1 mins
May 21, 2026
Mint Bangalore
Majority of subscribers of APY opt for base sum
About 87% of Atal Pension Yojana’s (APY) subscribers have opted for the minimum assured sum of ₹1,000 per month, while only a little over 8% have chosen the highest slab of ₹5,000, according to data released by the Pension Fund Regulatory and Development Authority (PFRDA) on Wednesday.
1 min
May 21, 2026
Mint Bangalore
Tata Capital listing gain cushions Tata Sons from dividend fall blow
from Tata Consultancy Services Ltd and Tata Motors Passenger Vehicles that together made 85.5% of Tata Sons’ FY25 standalone revenue.
2 mins
May 21, 2026
Mint Bangalore
Altman beat Musk in court but OpenAI could lose Wall Street
This case may well have left the AI firm’s reputation under a cloud
3 mins
May 21, 2026
Mint Bangalore
The art of living with a chronic painful illness
The textile-based works of Koshy Brahmatmaj show how chronic illness and pain can be, among other things, a starting point for artistic alchemy
3 mins
May 21, 2026
Listen
Translate
Change font size

